Financial Advisor

Job Summary

A company is looking for a Financial Advisor for their Branch Development division.

Key Responsibilities:

• Act as the Financial Advisor for smaller clients, preserving the client connection to the local branch team
• Re-engage and serve clients, providing excellent client service and tailored solutions
• Work with the Client Service Administrator to ensure high levels of customer service

Required Qualifications:

• Current Series 7 and 66 licenses (or combination of Series 63 and 65)
• Experience as a Financial Advisor highly preferred
• Bachelor's degree in a business-related field preferred
• Ability to understand and communicate information about securities and investments
• Strong computer skills and ability to learn technical information